Articles on: Configuring Proplanum for the company

Assigning positions and tags

After configuring the general company settings, the next step is to create a list of positions and tags in your organization. Below you will find detailed instructions on how to do this.

Log in to Proplanum.
From the main dashboard, select "Company Settings" in the top right corner, and then from the dropdown list, select "Positions and Tags".

In the new window, you will see a list of positions and tags created in your company.

Remember: After creating an account and logging into the Proplanum system, you will be prompted to select positions. These positions will become the default settings in your company's configuration. This means that the positions you select will be automatically available and ready to use without the need for additional configuration. If necessary, you can always edit or add new positions in the company settings to better tailor them to the current needs of the organization.

Adding a new position

Click the "Add position" button.
In the new window, enter the position details.

Enter the position name and choose a color for it. The position in this color will be visible in the planned work schedule.
Specify whether the position will count towards working hours (i.e., shifts in this position will be included in the calculations and employees will be paid for them).
Decide whether the position should be default, which means it will be automatically assigned to all employees in a given location.

Click "Add" to save the new position. It will appear on the list of positions.

Use the edit and delete buttons to adjust existing positions to meet your company's needs.

Creating tags

Tags in Proplanum allow for efficient management of the employee database. You can use tags to mark employees by department, type of employment, special permissions, and other important categories.

Go to the "Tags" tab in the company settings.

Click the "Add Tag" button.
Enter the tag name and click "Add". The new tag will appear on the list.
You can edit or delete tags as needed.

Remember: Created positions and tags apply to the entire organization and will be suggested as default when creating new locations. You can find more information on this topic in the article "Managing Positions and Tags in Locations".

Proplanum allows flexible company management, enabling you to quickly and efficiently configure all necessary settings to tailor them to the specific needs of your organization.

Updated on: 31/07/2024

Was this article helpful?

Thank you!